Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

Taiwan's trade engine is roaring while China's export machine sputters. In this episode, Lucas and Luna break down the numbers behind the divergence: Taiwan's semiconductor exports hit a record high in April, while China's overall exports slipped. They explore how geopolitics, supply chain shifts, and the AI boom are driving Taiwan's growth, and what it means for global trade patterns. With the S&...

As China's export engine sputters with the FXI down 1.8% this week, India's INDA is up 1.1% and attracting a flood of foreign capital. Lucas and Luna drill into the specific supply chain shifts behind the divergence, from Apple's supplier diversification to India's semiconductor policy. They unpack the numbers: India's electronics exports surged 23% year-over-year in Q1 2026, while China's share o...

Episode 5 of Trade and Tariffs with Fexingo. Lucas and Luna dig into the weak yen—now at 158 per dollar—and how it's supercharging Japan's exporters. The EWY ETF surged 5.5% in the past week while China's FXI slipped 1.7%, a clear divergence. Lucas explains the yen carry trade unwind from 2024, why Japanese automakers and chip equipment makers are raising earnings guidance, and whether the Bank of...

Lucas and Luna dive into a striking divergence among emerging-market ETFs in May 2026. While broad EM funds like EEM and VWO are up, China's FXI is down nearly 1 percent over five days, and South Korea's EWY has surged over 4 percent. They unpack the forces driving this split: a strong US dollar trading at 119 on the trade-weighted index, capital rotating toward tech-heavy exporters in Korea and T...

Lucas and Luna drill into a striking divergence in emerging-market trade data on May 21, 2026. The Korea ETF (EWY) is up 4% in five days, Taiwan's ETF (EWT) is up nearly 3.7%, while the China ETF (FXI) has dropped nearly 1%. Lucas explains the structural forces driving this split: semiconductor demand, reshoring incentives, and the decoupling of supply chains from mainland China. They discuss how...

Episode two of Trade and Tariffs with Fexingo. Lucas and Luna break down the divergence between emerging-market ETFs in the week ending May 21, 2026. While broad indices like the S&P 500 and Dow drifted, the iShares MSCI South Korea ETF (EWY) fell 5.5% and the iShares MSCI Taiwan ETF (EWT) dropped 3.7%. In contrast, India's INDA slipped only 0.7% and Brazil's EWZ eased 1.0%. The hosts explore what...

On the first episode of Trade & Tariffs with Fexingo, Lucas and Luna dive into a number that stopped the bond market cold: the 30-year Treasury yield topping 5.19 percent, its highest since before the 2008 financial crisis. They connect that yield spike to a trade balance that just widened to a $60.3 billion deficit in March and a dollar that keeps strengthening. How do these three things fit toge...